YorkBridge Wealth Partners’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-509
| Closed | -$93K | – | 354 |
|
|
2019
Q2 | $93K | Sell |
509
-4
| -0.8% | -$731 | 0.04% | 297 |
|
|
2019
Q1 | $87K | Sell |
513
-27
| -5% | -$4.58K | 0.04% | 298 |
|
|
2018
Q4 | $85K | Buy |
540
+11
| +2% | +$1.73K | 0.05% | 270 |
|
|
2018
Q3 | $109K | Sell |
529
-69
| -12% | -$14.2K | 0.05% | 268 |
|
|
2018
Q2 | $111K | Sell |
598
-177
| -23% | -$32.9K | 0.05% | 276 |
|
|
2018
Q1 | $169K | Sell |
775
-14
| -2% | -$3.05K | 0.08% | 198 |
|
|
2017
Q4 | $167K | Sell |
789
-203
| -20% | -$43K | 0.08% | 196 |
|
|
2017
Q3 | $204K | Hold |
992
| – | – | 0.11% | 170 |
|
|
2017
Q2 | $198K | Buy |
992
+5
| +0.5% | +$998 | 0.11% | 172 |
|
|
2017
Q1 | $192K | Sell |
987
-59
| -6% | -$11.5K | 0.1% | 173 |
|
|
2016
Q4 | $180K | Buy |
+1,046
| New | +$180K | 0.11% | 163 |
|